Fund Manager
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Billing

General questions about using Fund Manager that do not fit into any other forum.

Postby reddragon » Mon Apr 18, 2011 10:28 am

Does this software do billing calculations?
reddragon
 
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Postby Mark » Mon Apr 18, 2011 10:31 am

Hi reddragon,

Yes, the Advisor version does billing. You can define as many "fee methods" as you need, and assign them to accounts. There is a management fee report that shows the results of these calculations.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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